Watch Stefanie Rath, Product Specialist within the Polar Capital Sustainable Thematic Equity Team, as she explores the investment case for Smart Energy. With the world faced with an urgent need to decarbonise, the team see rapid and large-scale electrification as key to reversing the trend of rising emissions.

Stefanie considers where the opportunities are within certain heavily emitting sectors, such as transportation and building, to reduce reliance on non-renewable power generation, and how solar, wind and green hydrogen could become the predominant drivers of a clean, electric and efficient energy future.